(EIPX) First Trust - Performance 9% in 12m
Compare EIPX with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
57.49%
#10 in Group
Rel. Strength
58.92%
#3278 in Universe
Total Return 12m
8.99%
#3 in Group
Total Return 5y
32.15%
#21 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -
(?) Percentile in Group
12m Total Return: EIPX (9%) vs XLE (-9.3%)
5y Drawdown (Underwater) Chart
Top Performers in Equity Energy
Overall best picks of Peer Group Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability |
EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| RSPG NYSE ARCA Invesco SP500 Equal Weight |
-14.6% | -9.72% | 204% | - | - | - | - | - |
| FENY NYSE ARCA Fidelity MSCI Energy Index |
-13.6% | -9.18% | 175% | - | - | - | - | - |
| VDE NYSE ARCA Vanguard Energy Shares |
-13.6% | -9.34% | 178% | - | - | - | - | - |
| XLE NYSE ARCA Energy Sector SPDR Fund |
-14% | -9.32% | 168% | - | - | - | - | - |
| IYE NYSE ARCA iShares U.S. Energy |
-13.5% | -8.49% | 159% | - | - | - | - | - |
| FTXN NASDAQ First Trust Nasdaq Oil |
-14.6% | -14.1% | 171% | - | - | - | - | - |
| IXC NYSE ARCA iShares Global Energy |
-11.8% | -8.48% | 142% | - | - | - | - | - |
| EIPX NYSE ARCA First Trust Exchange-Traded |
-7.55% | 8.99% | 32.2% | - | - | - | - | - |
Performance Comparison: EIPX vs XLE vs S&P 500
XLE (Energy Sector SPDR Fund ETF) is the Sector Benchmark for EIPX
| Total Return (including Dividends) | EIPX | XLE | S&P 500 |
|---|---|---|---|
| 1 Month | -7.55% | -14.04% | -0.45% |
| 3 Months | -4.82% | -7.66% | -6.29% |
| 12 Months | 8.99% | -9.32% | 13.04% |
| 5 Years | 32.15% | 167.70% | 111.82% |
| Trend Score (consistency of price movement) | EIPX | XLE | S&P 500 |
| 1 Month | 37.3% | 27% | 47.5% |
| 3 Months | -50.6% | -47.4% | -87.3% |
| 12 Months | 76.6% | -8.9% | 54.3% |
| 5 Years | 95.7% | 94.3% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLE | vs. S&P 500 |
| 1 Month | #8 | 7.55% | -7.14% |
| 3 Month | #7 | 3.08% | 1.57% |
| 12 Month | #2 | 20.2% | -3.58% |
| 5 Years | #1 | 35.4% | -15.3% |
FAQs
Does EIPX First Trust outperforms the market?
Yes,
over the last 12 months EIPX made 8.99%, while its related Sector, the Energy Sector SPDR Fund (XLE) made -9.32%.
Over the last 3 months EIPX made -4.82%, while XLE made -7.66%.
Over the last 3 months EIPX made -4.82%, while XLE made -7.66%.
Performance Comparison EIPX vs Indeces and Sectors
EIPX vs. Indices EIPX is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -3.59% | -7.10% | 4.24% | -4.05% |
| US NASDAQ 100 | QQQ | -4.51% | -9.45% | 3.53% | -5.98% |
| US Dow Jones Industrial 30 | DIA | -3.05% | -4.70% | 5.0% | -0.28% |
| German DAX 40 | DAX | -3.23% | -7.33% | -13.9% | -16.0% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.06% | -4.34% | 7.94% | 4.02% |
| Hongkong Hang Seng | HSI | -3.19% | -6.03% | 3.71% | -3.94% |
| India NIFTY 50 | INDA | -1.07% | -12.4% | 4.36% | 6.09% |
| Brasil Bovespa | EWZ | -1.96% | -10.4% | -1.46% | 15.7% |
EIPX vs. Sectors EIPX is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -3.74% | -6.95% | -1.74% | -14.5% |
| Consumer Discretionary | XLY | -3.62% | -6.96% | 3.07% | -5.68% |
| Consumer Staples | XLP | -1.53% | -6.73% | 0.14% | -1.95% |
| Energy | XLE | 0.67% | 6.49% | 9.38% | 18.3% |
| Financial | XLF | -2.48% | -5.54% | -2.69% | -13.7% |
| Health Care | XLV | -0.89% | -2.88% | 9.40% | 10.2% |
| Industrial | XLI | -3.91% | -7.85% | 3.20% | -1.70% |
| Materials | XLB | -1.78% | -4.33% | 12.1% | 13.4% |
| Real Estate | XLRE | -3.48% | -6.45% | 4.08% | -9.37% |
| Technology | XLK | -5.15% | -9.98% | 7.19% | -1.45% |
| Utilities | XLU | -2.31% | -7.65% | -0.18% | -11.8% |
| Aerospace & Defense | XAR | -4.62% | -14.5% | -9.64% | -18.5% |
| Biotech | XBI | -3.43% | -13.1% | 19.6% | 14.4% |
| Homebuilder | XHB | -2.32% | -5.47% | 19.2% | 15.2% |
| Retail | XRT | -2.35% | -6.39% | 10.2% | 10.5% |